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Weld Capital Management’s Intuitive Surgical ISRG Stock Holding History

Weld Capital Management’s Portfolio ISRG Stock Details ISRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,685
Closed -$823K – 88
2021
Q2 		$823K Sell
2,685
-1,308
-33% -$367K 0.83% 19
2021
Q1 		$984K Buy
+3,993
New +$1M 0.42% 74
2019
Q1 		– Sell
-3,687
Closed -$589K – 765
2018
Q4 		$589K Buy
+3,687
New +$625K 0.13% 294

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Weld Capital Management's ISRG Position: Q3 2021 in Review

Weld Capital Management sold out of Intuitive Surgical (ISRG) in Q3 2021, closing a stake of 2,685 shares — an estimated $823K sold.

Weld Capital Management first reported a position in ISRG in Q4 2018 and held it in 3 quarters. The position peaked at $984K in Q1 2021. 1,372 funds tracked by Wall St. Rank hold ISRG as of Q3 2021.

  • Weld Capital Management reported no remaining Intuitive Surgical position as of Q3 2021 after selling out during the quarter.
  • Weld Capital Management sold 2,685 Intuitive Surgical shares in Q3 2021, an estimated $823K.
  • Weld Capital Management first reported a position in Intuitive Surgical in Q4 2018 and held it in 3 quarters.
  • Weld Capital Management's Intuitive Surgical position peaked at $984K in Q1 2021.
  • 1,372 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2021.

Based on Weld Capital Management's 13F filing for Q3 2021.